The Financial Plan

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The Ultimate Financial Plan

Author : Jim Stovall
Publisher : John Wiley & Sons
ISBN 13 : 1118107969
Total Pages : 288 pages
Book Rating : 4.1/5 (181 download)

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Book Synopsis The Ultimate Financial Plan by : Jim Stovall

Download or read book The Ultimate Financial Plan written by Jim Stovall and published by John Wiley & Sons. This book was released on 2011-08-24 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.

The One-Page Financial Plan

Author : Carl Richards
Publisher : Penguin UK
ISBN 13 : 0241971675
Total Pages : 224 pages
Book Rating : 4.2/5 (419 download)

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Book Synopsis The One-Page Financial Plan by : Carl Richards

Download or read book The One-Page Financial Plan written by Carl Richards and published by Penguin UK. This book was released on 2015-03-31 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.

The Financial Planning Workbook

Author : Coventry House Publishing
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 125 pages
Book Rating : 4./5 ( download)

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Book Synopsis The Financial Planning Workbook by : Coventry House Publishing

Download or read book The Financial Planning Workbook written by Coventry House Publishing and published by Coventry House Publishing. This book was released on 2024-07-19 with total page 125 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Values-based Financial Planning

Author : Bill Bachrach
Publisher :
ISBN 13 : 9781887006033
Total Pages : 174 pages
Book Rating : 4.0/5 (6 download)

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Book Synopsis Values-based Financial Planning by : Bill Bachrach

Download or read book Values-based Financial Planning written by Bill Bachrach and published by . This book was released on 2000 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...

Financial Planning DIY Guide

Author : Sam Henderson
Publisher : John Wiley & Sons
ISBN 13 : 1742468292
Total Pages : 323 pages
Book Rating : 4.7/5 (424 download)

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Book Synopsis Financial Planning DIY Guide by : Sam Henderson

Download or read book Financial Planning DIY Guide written by Sam Henderson and published by John Wiley & Sons. This book was released on 2011-10-20 with total page 323 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Planning DIY Guide is the only Australian all-in-one handbook to getting the most from your money. Written by expert financial planner Sam Henderson, this comprehensive guide will help you build and manage your assets no matter what your stage of life, and show you how to create your own one-page financial plan and put it into practice. Inside you'll learn how to: reduce your tax, boost your savings and maximize your income structure your investment portfolio (including investing in shares and property) and manage risk make the most of your superannuation plan your income for retirement protect your wealth through estate planning. It's never too soon (or too late) to plan your financial future and this book will show you how!

The Bucket Plan®

Author : Jason L Smith
Publisher : Greenleaf Book Group
ISBN 13 : 1626344612
Total Pages : 152 pages
Book Rating : 4.6/5 (263 download)

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Book Synopsis The Bucket Plan® by : Jason L Smith

Download or read book The Bucket Plan® written by Jason L Smith and published by Greenleaf Book Group. This book was released on 2017-08-29 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: Worry less. Plan more. Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Readers will learn: • The three biggest dangers for your financial future and how The Bucket Plan helps protect from them • A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it • A surefire way to avoid taking on too much investment risk on money you may need in the near future • Much, much more When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement.

The Ultimate Financial Plan

Author : Jim Stovall
Publisher : John Wiley & Sons
ISBN 13 : 1118073533
Total Pages : 288 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis The Ultimate Financial Plan by : Jim Stovall

Download or read book The Ultimate Financial Plan written by Jim Stovall and published by John Wiley & Sons. This book was released on 2011-09-06 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.

Financial Planning Basics for Doctors

Author : Marshall Weintraub
Publisher : Archway Publishing
ISBN 13 : 148087213X
Total Pages : 389 pages
Book Rating : 4.4/5 (88 download)

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Book Synopsis Financial Planning Basics for Doctors by : Marshall Weintraub

Download or read book Financial Planning Basics for Doctors written by Marshall Weintraub and published by Archway Publishing. This book was released on 2019-01-25 with total page 389 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include student loans, home buying, disability insurance, estate planning, college planning, retirement planning, investments, and behavioral finance, among many others. Each chapter starts with the basics before addressing more advanced concepts, frequently with examples and graphs, and concludes with a concise summary of the key takeaways. Throughout the book, there are links to free downloadable spreadsheets and a planning checklist to help you jump-start and organize your financial plan. The content provided is a result of the feedback the authors have received over thousands of meetings with doctors, condensed into a thorough overview of the most relevant ideas. Teaching hospitals do an excellent job of training our next generation of doctors, yet most new physicians graduate without having had a class on managing their finances. This book was written to fill that knowledge gap. Marshall Weintraub, Michael Merrill, and Cole Kimball are financial advisors with Finity Group, LLC, a financial planning firm specializing in working with doctors.

The One-Page Financial Plan

Author : Carl Richards
Publisher : Portfolio
ISBN 13 : 1591847559
Total Pages : 226 pages
Book Rating : 4.5/5 (918 download)

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Book Synopsis The One-Page Financial Plan by : Carl Richards

Download or read book The One-Page Financial Plan written by Carl Richards and published by Portfolio. This book was released on 2015-03-31 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.

THE MEANINGFUL MONEY HANDBOOK

Author : Pete Matthew
Publisher : Harriman House Limited
ISBN 13 : 0857196529
Total Pages : 224 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis THE MEANINGFUL MONEY HANDBOOK by : Pete Matthew

Download or read book THE MEANINGFUL MONEY HANDBOOK written by Pete Matthew and published by Harriman House Limited. This book was released on 2018-09-17 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: In The Meaningful Money Handbook, personal finance expert and podcaster extraordinaire Pete Matthew guides you through everything you need to KNOW and everything you need to DO to build a secure financial future for yourself and your family. This is achievable for everyone by following three simple steps: 1. Spend less than you earn and clear debt. 2. Insure against disaster. 3. Build up your savings and invest wisely. You will learn: • How to get out of debt as quickly as possible. • Techniques for good financial control, so you can avoid getting into debt again. • The importance of insurance for laying down a foundation on which to build a solid financial plan, which isn’t washed away by an unexpected disaster. • How to save and invest simply and efficiently so that you can work your way towards future financial freedom. No matter your starting position, or your existing level of comfort with dealing with your money, Pete Matthew’s calm, straightforward and jargon-free approach will appeal to you and help you to set out on the right path. The Meaningful Money Handbook is a practical guide to succeeding with money by cutting out the stuff you don’t need to know, and clarifying the essential things you need to do, to make a real difference to your life. Don’t put it off any longer – pick up this book and start to take a meaningful approach to your money today.

Financial Planning 3.0

Author : Richard B Wagner JD CFP®
Publisher :
ISBN 13 : 9781478772392
Total Pages : 388 pages
Book Rating : 4.7/5 (723 download)

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Book Synopsis Financial Planning 3.0 by : Richard B Wagner JD CFP®

Download or read book Financial Planning 3.0 written by Richard B Wagner JD CFP® and published by . This book was released on 2016-07-25 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: Money is weird stuff. We cannot avoid it but it terrifies and mystifies. Most folks need help relating to it--and lots of it. Most especially, they need their own financial planner, someone who thoroughly understands money, what it is and how it works. Hence Financial Planning 3.0. Written eclectically, Financial Planning 3.0 looks at money and the financial planning profession from both the "outside in" and, perhaps more importantly, from the "inside out". It makes the case for looking at money from the perspectives of individuals and families. This is in stark contrast to money's public persona grounded in macroeconomics and investment theory. It suggests useful resources and tools for working with money helpfully, healthfully and joyfully. Finally, treating money as the most powerful and pervasive secular force on the planet and financial planning as the most important profession of the 21st century, it posits the new "liberal arts" based academic discipline of "Finology". Financial Planning 3.0 includes a proposed curriculum for an education in Finology including a "Finology Major's Handbook" together with portions of articles the author has written over the past 25 years. This book takes money out of the closet, applies a liberal arts approach to the financial planning profession and its garden of knowledge. It advances the evolution of this profession's work with money, the money forces and individuals with an eye to the future and respect for the past.

A Man Is Not a Financial Plan

Author : Joan Baker
Publisher : Allen & Unwin
ISBN 13 : 1741762375
Total Pages : 212 pages
Book Rating : 4.7/5 (417 download)

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Book Synopsis A Man Is Not a Financial Plan by : Joan Baker

Download or read book A Man Is Not a Financial Plan written by Joan Baker and published by Allen & Unwin. This book was released on 2007-09 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: How do you see your future? Will you be working hard until you're seventy? Or retiring early - wealthy, independent and financially free? The difference between these scenarios is simple: investing. In this life-changing book, Joan Baker demystifies the jargon and shows how you can make investment work for you. No matter what your age, if you're in a couple or single, or even if you're a complete investment novice, you can take control of your finances. Gone are the days of relying on a man for your financial future - after all, it's far too important to leave to anyone else. A Man Is Not a Financial Plan gives every woman the skills and inspiration they need to achieve the future they dream of.

The Process of Financial Planning

Author : Ruth Harry Lytton
Publisher :
ISBN 13 : 9780872186927
Total Pages : 355 pages
Book Rating : 4.1/5 (869 download)

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Book Synopsis The Process of Financial Planning by : Ruth Harry Lytton

Download or read book The Process of Financial Planning written by Ruth Harry Lytton and published by . This book was released on 2006 with total page 355 pages. Available in PDF, EPUB and Kindle. Book excerpt:

When Mental Illness Strikes: Crisis Intervention for the Financial Plan

Author : Allen Giese
Publisher : Lioncrest Publishing
ISBN 13 : 9781544511078
Total Pages : 218 pages
Book Rating : 4.5/5 (11 download)

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Book Synopsis When Mental Illness Strikes: Crisis Intervention for the Financial Plan by : Allen Giese

Download or read book When Mental Illness Strikes: Crisis Intervention for the Financial Plan written by Allen Giese and published by Lioncrest Publishing. This book was released on 2018-08-15 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: When your adult son or daughter is diagnosed with a serious mental illness, everything changes. Suddenly all your financial planning is thrown into turmoil as your focus turns from your needs to the immediate and long-term care of your child. The costs of diagnosis and treatments can derail your retirement plans unless you develop a financial strategy that provides for your child's future while safeguarding your own. Allen Giese has been where you are, and in this practical, compassionate handbook he offers invaluable advice, solutions, resources, and hope, including how to: - Invest efficiently - Apply for (and keep) government benefits - Build a systematic financial plan - Create ABLE accounts and special needs trusts - Take advantage of strategic life insurance - Avoid crucial mistakes - And more When mental illness strikes, you don't have to sacrifice your financial security. This book can be your lifeline to the best possible future for yourself and your children.

The Only Guide You'll Ever Need for the Right Financial Plan

Author : Larry E. Swedroe
Publisher : John Wiley & Sons
ISBN 13 : 0470929715
Total Pages : 240 pages
Book Rating : 4.4/5 (79 download)

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Book Synopsis The Only Guide You'll Ever Need for the Right Financial Plan by : Larry E. Swedroe

Download or read book The Only Guide You'll Ever Need for the Right Financial Plan written by Larry E. Swedroe and published by John Wiley & Sons. This book was released on 2010-07-02 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: An accessible guide that outlines the key elements of an effective financial plan From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation. Designed for savvy investors and professional advisors, this book offers the vital information needed for developing and implementing an overall strategic financial plan. In this essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts. Addresses how you can design an investment policy statement and an individual asset allocation plan Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner Offers insights on integrating risk management and estate planning issues into your plan The Only Guide You'll Ever Need for the Right Financial Plan offers a handy tool to help you make more informed and prudent decisions that will go a long way to ensure a secure financial future.

Die Broke

Author : Stephen Pollan
Publisher : Harper Collins
ISBN 13 : 006184697X
Total Pages : 321 pages
Book Rating : 4.0/5 (618 download)

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Book Synopsis Die Broke by : Stephen Pollan

Download or read book Die Broke written by Stephen Pollan and published by Harper Collins. This book was released on 2009-03-17 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: From America's most trusted financial advisor comes a comprehensive guide to a new and utterly sane financial choice. In Die Broke, you'll learn that life is a game where the loser gives his money to Uncle Sam at the end. There are four steps to the process: Quit Today No, don't tell your boss to shove it...at least not out loud. But in your head accept that from this day on you're a free agent whose number one workplace priority is your personal bottom line. Pay Cash You should be as conscious of spending as you are of saving. Credit should be a rarely used tool for those few times (buying homes and cars) when paying cash is impossible. Don't Retire Your work life should be a journey up and down hills, rather than a climb up a sheer cliff that ends with a jump into the abyss. Die Broke It sounds terrifying, the one intolerable outcome to your financial life. And yet, in truth, dying broke might be your best option for a life without fear: fear of failure and privation now, fear of impoverishment in the long run.

Life Centered Financial Planning

Author : Mitch Anthony
Publisher : John Wiley & Sons
ISBN 13 : 1119709091
Total Pages : 248 pages
Book Rating : 4.1/5 (197 download)

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Book Synopsis Life Centered Financial Planning by : Mitch Anthony

Download or read book Life Centered Financial Planning written by Mitch Anthony and published by John Wiley & Sons. This book was released on 2020-11-03 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.